Since Professionals’ Financial is known for its expertise, our experts are often asked to give their point of view in the media.
Check out our latest coverage in the media!
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26 October 2023
Financial and estate planning, In the media, News, Taxation and incorporationAnik Bougie explores the TFSA at retirement in Le Journal de MontréalIn an article by Emmanuelle Gril of Le Journal de Montréal, Anik Bougie breaks down certain aspects of the Tax-Free Savings Account (TFSA), which can be a valuable asset.
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14 October 2023
Financial and estate planning, In the media, News, Taxation and incorporationAnik Bougie talks about donation of shares listed on the stock exchange in Les Affaires
Anik Bougie answers a reader’s question: what are the tax consequences of a donation of shares listed on the stock exchange?
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28 September 2023
Financial and estate planning, In the media, NewsMarie-Pier Drolet & Yannick Bernier united for ULavalMarie-Pier Drolet et Yannick Bernier, Wealth Management Advisors at fdp Private Management, recently made a major will donation to support teaching, research and innovation at Université Laval’s Faculty of Medicine.
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18 April 2023
In focus, In the mediaDaniel Solomon, Vice-President and Chief Investment Officerfdp Private Management – Professionals’ Financial is proud to announce the appointment of Daniel Solomon, M.Sc., CFA, as Vice-President and Chief Investment Officer. In this capacity, he will head up all of the firm’s investment management activities and sit on its management committee.
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27 April 2021
In the mediaIQPF designates Audrey Lopez de la Osa as his SpotlightAudrey Lopez de la Osa, Wealth Management Advisor at fdp, held an interview with the Institut québécois de planification financière (IQPF), in which she describes how her role as an advisor has become a vocation.
